Keepers

What Keepers does

Keepers is a France-based independent multi-family office founded in 2018 that delivers fee-only wealth management advisory services to high-net-worth families. The firm is headquartered at 30 boulevard Haussmann in Paris and operates a regional office in Marcq-en-Barœul (Lille metropolitan area), with a team of 11-50 employees. Its core proposition is "radical independence": Keepers charges only advisory fees (honoraires de conseil) and explicitly does not sell financial products or accept retrocessions, a positioning designed to eliminate the conflict of interest that it argues is endemic to traditional French wealth management.

The firm's service offering spans strategic wealth planning, estate and succession planning, family wealth governance, investment strategy, and multi-generational wealth transmission. Its primary proprietary technology is the "Reporting et gouvernance patrimonial" dashboard, which provides portfolio-wide visibility, precise control, and forecasting for family wealth. Client document exchange is handled through an Oodrive-powered reserved-access data room (Accès réservé), supporting secure collaboration on sensitive financial information.

Keepers generates revenue through recurring advisory fees and reaches clients through direct advisory relationships, supported by a content and thought-leadership presence on its website (keepers.fr) and LinkedIn (@keepers-family), plus video content. The firm serves exclusively French HNW families, operates without intermediaries or third-party distribution, and markets the "institutional-grade conditions" it claims to negotiate as a key differentiator versus traditional retail private banks and wealth advisors.

Name

Keepers

Legal name

Keepers

Website

https://keepersfamily.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Multi-Family Office / Wealth Management Advisory

akta.pro primary industry

Estate Planning, Trust Structuring & Governance (FSAAADAF)

akta.pro secondary industry

Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG)

Keywords

• Wealth management advisory
• Multi-family office
• Estate planning
• Wealth governance
• Family office services

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Conseil en patrimoine (Advisory Fees): Keepers operates on a pure advisory fee model with radical independence. The company charges only advisory fees (honoraires de conseil) and does not sell financial products or receive retrocessions/trail commissions. This model eliminates conflicts of interest between advisor and client.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Keepers is a French multi-family office that provides independent, fee-only wealth management advisory services to high-net-worth families. It delivers strategic wealth planning, succession and estate planning, investment strategy, and governance support, operating exclusively on advisory fees (honoraires de conseil) with no product sales or retrocessions. The firm supplements its advisory work with a proprietary reporting and governance dashboard providing global portfolio visibility, control, and forecasting capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Multi-Family Office Services

Quantifiable outcome

• Access to institutional-grade investment conditions previously reserved for large institutional investors

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Rothschild & Co: Global financial advisory group with a large Wealth & Asset Management division serving HNW families in France and internationally. Comparable on HNW family advisory and estate/succession services, though broader in scope (M&A, advisory, merchant banking) than a pure independent MFO.
• BNP Paribas Wealth Management: Large bank-affiliated wealth manager serving French and European HNW clients with private banking, estate planning, and family-office-adjacent services. Comparable on French HNW targeting and multi-generational offerings, but bank-affiliated model conflicts with Keepers' independence positioning.

Direct peers

• Syz Group: Swiss family-owned private banking and asset management group offering discretionary and advisory wealth services to HNW families. Comparable on independent, family-controlled ownership and European HNW target segment.
• Union Bancaire Privée (UBP): Swiss private bank with strong family-office capabilities and a stated focus on independent advisory for HNW clients. Comparable on independent positioning, family-office service model, and European HNW market coverage.
• Indosuez Wealth Management: Wealth management arm of Crédit Agricole CIB, headquartered in France and serving HNW clients across Europe with a multi-family-office-style offering. Comparable on French market presence, HNW family targeting, and succession/estate planning services.
• Mirabaud: Swiss independent private bank offering wealth management, asset management, and corporate advisory with a family-office-style offering to HNW clients. Comparable on independence-first positioning and cross-border HNW service similar to Keepers' French MFO model.
• Lombard Odier: Swiss private bank with a long-standing independent partnership structure and dedicated family-office / wealth planning services for HNW families. Comparable to Keepers on independent ownership, multi-generational advisory focus, and European HNW target market.
• Edmond de Rothschild: Swiss private bank specialized in private wealth and asset management for HNW entrepreneurial families, with strong French market ties. Comparable on family-wealth advisory, succession planning, and long-term multi-generational focus.
• Pictet Group: Swiss private bank and one of Europe's largest independent wealth managers offering multi-family-office-style services to HNW families across Switzerland, France, and beyond. Directly comparable on independent-ownership positioning, cross-border HNW service, and emphasis on long-term advisory relationships.
• Hottinger Group: Independent Swiss family-owned financial group providing wealth management, asset management, and corporate finance with a long history of serving HNW families and entrepreneurs. Comparable on independent family-controlled model and boutique HNW advisory focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/keepers-family

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Keepers